It is interesting how you can gloss over the signifcance of the inventor of the transistor moving to the bay area, and then use the example how his former laboratory in New Jersey failed to commercialize the transistor as an example of how Silicon Valley is uniquely situated to allow innovation to happen.

A much more reasonable interpretation is that Shockley was going succeed no matter where he went, not that Silicon Valley is uniquely situated, especially with the dominance of east coast companies in defense contracting.